Sowa Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sowa Financial Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Buy	22,958 +291	+1%	+$16.6K	0.57%	15
2026 Q1	$1.39M	Sell	22,667 -350	-2%	-$18.8K	0.69%	17
2025 Q4	$1.03M	Sell	23,017 -2,551	-10%	-$114K	0.54%	18
2025 Q3	$1.14M	Sell	25,568 -3,338	-12%	-$146K	0.64%	16
2025 Q2	$1.23M	Sell	28,906 -3,064	-10%	-$128K	0.77%	17
2025 Q1	$1.49M	Sell	31,970 -520	-2%	-$23.4K	0.98%	16
2024 Q4	$1.39M	Sell	32,490 -3,754	-10%	-$171K	0.87%	18
2024 Q3	$1.59M	Sell	36,244 -2,786	-7%	-$125K	1.01%	20
2024 Q2	$1.78M	Sell	39,030 -12,612	-24%	-$587K	1.35%	18
2024 Q1	$2.17M	Hold	51,642	–	–	1.77%	14
2023 Q4	$2.17M	Sell	51,642 -2,358	-4%	-$101K	1.77%	14
2023 Q3	$2.44M	Sell	54,000 -686	-1%	-$30K	1.83%	15
2023 Q2	$2.22M	Buy	54,686 +1,894	+4%	+$77.1K	1.52%	16
2023 Q1	$2.19M	Sell	52,792 -1,718	-3%	-$73.5K	1.57%	16
2022 Q4	$2.38M	Buy	54,510 +15,372	+39%	+$669K	1.78%	16
2022 Q3	$1.41M	Buy	39,138 +1,740	+5%	+$65.8K	1.11%	21
2022 Q2	$1.34M	Buy	37,398 +4,748	+15%	+$190K	1.02%	22
2022 Q1	$1.25M	Buy	32,650 +6,642	+26%	+$230K	0.75%	31
2021 Q4	$722K	Buy	26,008 +5,936	+30%	+$168K	0.42%	34
2021 Q3	$523K	Sell	20,072 -1,934	-9%	-$47.9K	0.34%	36
2021 Q2	$593K	Sell	22,006 -518	-2%	-$13.5K	0.44%	35
2021 Q1	$553K	Buy	22,524 +10,406	+86%	+$240K	0.39%	37
2020 Q4	$230K	Buy	12,118 +12	+0.1%	+$207	0.15%	59
2020 Q3	$181K	Buy	12,106 +14	+0.1%	+$249	0.13%	65
2020 Q2	$229K	Buy	12,092 +11,946	+8,182%	+$222K	0.17%	52
2020 Q1	$2K	Sell	146 -310	-68%	-$7.35K	﹤0.01%	329
2019 Q4	$14K	Buy	+456	New	+$13.5K	0.01%	205

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sowa Financial Group's XLE Position: Q2 2026 in Review

Sowa Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 22,958 shares worth $1.22M. The position accounts for 0.57% of the portfolio, ranked #15.

Sowa Financial Group first reported a position in XLE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q3 2023. 2,016 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sowa Financial Group held 22,958 shares of State Street Energy Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Sowa Financial Group bought 291 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $16.6K.
State Street Energy Select Sector SPDR ETF made up 0.57% of Sowa Financial Group's portfolio in Q2 2026, its #15 holding.
Sowa Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Sowa Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $2.44M in Q3 2023.
2,016 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.